James T. Borello RIA
SLV icon

James T. Borello RIA’s iShares Silver Trust SLV Stock Holding History

James T. Borello RIA’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.1K Hold
240
– – ﹤0.01% 533
2026
Q2 		$12.8K Sell
240
-69
-22% -$4.58K ﹤0.01% 524
2026
Q1 		$21.1K Buy
309
+79
+34% +$6K 0.01% 364
2025
Q4 		$14.8K Hold
230
– – ﹤0.01% 329
2025
Q3 		$9.7K Buy
+230
New +$8.26K ﹤0.01% 310

Other funds holding SLV

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

James T. Borello RIA's SLV Position: Q3 2026 in Review

James T. Borello RIA held its iShares Silver Trust (SLV) position steady in Q3 2026 at 240 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

James T. Borello RIA first reported a position in SLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.1K in Q1 2026. 316 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • James T. Borello RIA held 240 shares of iShares Silver Trust worth $13.1K as of Q3 2026.
  • James T. Borello RIA left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #533 holding.
  • James T. Borello RIA first reported a position in iShares Silver Trust in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's iShares Silver Trust position peaked at $21.1K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.